Tax-Free Retirement Strategy:

Tax-Free Retirement Strategy: Projected $70,000/year in tax-free income from an IUL Guaranteed $46,400/year from an income annuity Up to $32,200/year from a 401(k), potentially tax-free within the standard deduction That’s around $150,000/year in projected tax-free retirement income — not including Social Security By age 60, the Roth IRA is projected to grow to $1 million assuming 8% annual growth, with part repositioned into guaranteed income strategies Plus, over $500,000 stays invested for future growth, flexibility, or a tax-free legacy Want to see how a plan like this could work? Send me a DM or check the link in bio to get started Disclaimer: IUL and annuity figures are based on current rates and projections. Roth IRA assumes an 8% annual return. Values shown are net of fees. #retirement #retirementplanning #investing

Added 16 May 2026